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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
LL
526
LPWM LLC
Minnesota
$459K – – –
BIM
527
Baldwin Investment Management
Pennsylvania
$457K – – –
TFCP
528
Twin Focus Capital Partners
Massachusetts
$457K – – –
CWA
529
Consilio Wealth Advisors
Washington
$451K – – –
PWA
530
Peterson Wealth Advisors
Utah
$451K – – –
CWA
531
Choice Wealth Advisors
Maine
$451K +$491K +2,616 New
DC
532
Davenport & Co
Virginia
$447K -$43.9K -234 -8%
IC
533
Intersect Capital
California
$444K – – –
EPWM
534
Essex Private Wealth Management
Massachusetts
$440K – – –
FCFC
535
First Commonwealth Financial Corp
Pennsylvania
$440K – – –
RPCONE
536
Retirement Planning Company of New England
Rhode Island
$440K +$2.25K +12 +0.5%
CA
537
Cetera Advisors
Colorado
$440K +$23.8K +127 +5%
SGK
538
Steigerwald Gordon & Koch
Virginia
$437K – – –
ACM
539
Allred Capital Management
Texas
$435K +$1.13K +6 +0.2%
CSB
540
City State Bank
Iowa
$430K -$16.5K -88 -3%
PCIA
541
Prime Capital Investment Advisors
Kansas
$427K – – –
PWW
542
Pettyjohn Wood & White
Virginia
$423K +$751 +4 +0.2%
SI
543
Stephens Inc
Arkansas
$422K +$99.7K +531 +28%
FPS
544
Fieldpoint Private Securities
Connecticut
$421K -$6.76K -36 -1%
RWM
545
Rockwood Wealth Management
Pennsylvania
$420K -$59.7K -318 -12%
BBA
546
Braun-Bostich & Associates
Pennsylvania
$418K – – –
AO
547
Advisor OS
Illinois
$418K +$455K +2,425 New
WLIM
548
White Lighthouse Investment Management
Massachusetts
$417K -$25.7K -137 -5%
VNA
549
Valley National Advisers
Pennsylvania
$416K +$17.8K +95 +4%
FNT
550
First National Trust
Pennsylvania
$415K -$1.5K -8 -0.3%
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